WEBBER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WEBBER FAMILY FOUNDATION (EIN 74-2927126)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349102311
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T12:38:13-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steve Shook CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6836 Austin Center Blvd Ste 130 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742927126 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Webber Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEBB | BusinessNameControlTxt |
| Phone | 5124959494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3112 Windsor Rd A336 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jessica S D'Arcy | PersonNm |
| Person Title | Exec Dir/Sec | PersonTitleTxt |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steve Shook CPA | PreparerPersonNm |
| PTIN | P01056097 | PTIN |
| Phone | 5124811936 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,622,809 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $170 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $170 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $170 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $342,485 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $342,485 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $342,485 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $717,409 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,259,818 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $717,409 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,060,064 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,060,064 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $342,655 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $71,914 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,630 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $63,284 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $62,538 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,012 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $42,526 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,416 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,266 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $150 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,612 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,928 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,928 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,763 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,624 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,139 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $217,521 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,532 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $114,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $765,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $765,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $982,621 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,532 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $879,477 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,443 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $976,532 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $342,655 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $227,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $830,557 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $830,557 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,064,761 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $8,261,840 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,297,578 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,645,810 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,280,752 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,063,810 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,993,834 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,956,713 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,134,084 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,151,945 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,290 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,290 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $775 | OtherAssetsBOYAmt |
| Other Assets EOY | $663 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $663 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,792,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,326,692 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,622,809 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $15,792,009 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,326,692 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,792,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,326,692 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,792,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,326,692 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,792,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,443 | ExcessRevenueOverExpensesAmt |
| Other Increases | $457,240 | OtherIncreasesAmt |
| Subtotal | $16,326,692 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,326,692 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Capital Gain Distributions | P | 2013-01-01 | 2015-06-30 | $238,512 | $238,512 | $238,512 | |
| ST Cap Gain attached sch | P | 2015-01-01 | 2015-06-30 | $1,273,595 | -$136,426 | -$136,426 | $1,410,021 |
| LT Cap Gain attached sch | P | 2013-06-30 | 2015-06-30 | $6,747,711 | $615,323 | $615,323 | $6,132,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $717,409 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$136,426 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $895,284 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,520,579 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04834 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $911,966 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,770,054 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05132 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $903,320 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,925,748 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05337 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $812,644 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,557,656 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04628 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $922,259 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,035,357 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05414 | DistributionYr5Rt |
| Total Distribution | 0.253452 | TotalDistributionRt |
| Average Distribution | 0.050690 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,309,544 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $928,111 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,765 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $937,876 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $879,477 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,531 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,531 | SubtotalAmt |
| Tax Based On Investment Income | $19,531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,275 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $20,275 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $81 | EsPenaltyAmt |
| Overpayment | $663 | OverpaymentAmt |
| Applied To ES Tax | $663 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.webberfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Neil Webber President | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5124959494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3112 Windsor Rd A336 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787032350 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Neil Webber | |||||||
| 3112 Windsor Rd A336 | Austin | TX | 78703 | Chairmn/Trustee | 2.00 | $0 | |
| Jessica S D'Arcy | |||||||
| 3112 Windsor Rd A336 | Austin | TX | 78703 | Trustee | 25.00 | $69,327 | $2,587 |
| Erica Webber | |||||||
| 3112 Windsor Rd A336 | Austin | TX | 78703 | Trustee | 2.00 | $0 | |
| Ted Whatley | |||||||
| 3112 Windsor Rd A336 | Austin | TX | 78703 | Trustee | 0.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marisol Foster | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3112 Windsor Rd A336 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Grants Administrat | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $60,718 | CompensationAmt |
| Employee Benefits | $1,820 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,187,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,401,203 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,588,370 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $18,588,370 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $278,826 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,309,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $915,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $915,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,531 | TotalTaxAmt |
| Distributable Before Adj | $895,946 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $895,946 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $895,946 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $879,477 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $879,477 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $879,477 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $895,946 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $88,138 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $69,473 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,570 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $198,181 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $879,477 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $879,477 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $16,469 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,469 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $181,712 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $71,669 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $110,043 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $69,473 | ExcessFromYear3Amt |
| Excess From Year2 | $40,570 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Neil Webber | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Webber Family Foundaiton | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3112 Windsor Rd A336 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5124959494 | RecipientPhoneNum |
| Form And Info And Materials | The Foundation requires grant proposals be submitted utilizing the Common Grant Application and Additional Questions Form provided on the Foundation's website (www.webberfoundation.org). The site contains instructions and discussion materials to aid in completing the Application. To the extent an applicant is unable to access this information, the Foundation will mail the pertinent information at the request of the applicant. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | IRC Section 501(c)(3) charitable organizations further qualifying as public charities. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Higher Achievement Program | |||||||
| 317 8th St NE | Washington | DC | 20002 | None | PC | Middle school student enrichment programs | $30,000 |
| The Montgomery College Fd | |||||||
| 900 Hungerford Dr Ste 200 | Rockville | MD | 20850 | None | PC | Expansion of master class program and scholarships | $55,000 |
| Breakthrough Austin | |||||||
| 1605A E 7th Street | Austin | TX | 78702 | None | PC | Path to college for middle school students with limited opportunities | $40,000 |
| Kipp Austin Public Schools | |||||||
| 8509 FM 969 Building C | Austin | TX | 78724 | None | PC | Educational programs and capacity building | $29,000 |
| Austin Classical Guitar Soc | |||||||
| PO Box 4072 | Austin | TX | 78765 | None | PC | Promote classical guitar performances and education | $40,000 |
| Mainspring Schools | |||||||
| 1100 West Live Oak | Austin | TX | 78704 | None | PC | Early childhood education programs | $25,000 |
| Ballet Austin | |||||||
| 501 West 3rd St | Austin | TX | 78701 | None | PC | Art education and performance programs | $5,000 |
| Catalogue for Philanthropy | |||||||
| 397 South Street | Needham | MA | 02492 | None | PC | Expand evaluation and reporting services to donors of nonprofit entities | $30,000 |
| St Stephen's Episcopal School | |||||||
| 6500 St Stephens Drive | Austin | TX | 78746 | None | PC | Funding for emerging scholars program | $1,000 |
| College Forward | |||||||
| PO Box 142308 | Austin | TX | 78714 | None | PC | College access services to disadvantaged youth | $25,000 |
| mindPOP | |||||||
| 5511 Park Crest 207 | Austin | TX | 78731 | None | PC | Expand creative learning opportunities for students | $25,000 |
| Collegiate Directions | |||||||
| 4827 Rugby Ave Ste 001 | Bethesda | MD | 20814 | None | PC | College support services for under-served students | $20,000 |
| Magnolia Montessori For All | |||||||
| 1912 Parkside Lane | Austin | TX | 78745 | None | PC | Education program expansion | $25,000 |
| Anthropos Arts | |||||||
| PO Box 685000 | Austin | TX | 78768 | None | PC | Musician mentoring programs | $25,000 |
| Creative Action | |||||||
| 701 Tillery Street Box 9 | Austin | TX | 78702 | None | PC | After-school arts enrichment and learning programs | $45,000 |
| Austin Children's Shelter | |||||||
| 4800 Manor Road | Austin | TX | 78723 | None | PC | Protection and services for children and family | $25,000 |
| Austin Community Foundation | |||||||
| PO Box 5159 | Austin | TX | 78763 | None | PC | Support grantmaking advocacy consortium and STEM education programs | $30,400 |
| Stepping Stones Shelter | |||||||
| PO Box 712 | Rockville | MD | 20848 | None | PC | Provide shelter and services to homeless families | $2,500 |
| Capital Partners for Education | |||||||
| 1413 K Street NW 2nd floor | Washington | DC | 20005 | None | PC | Services for low-income students to aid with college application through graduation | $2,500 |
| Jewish Council for the Aging | |||||||
| 12320 Parklawn Dr | Rockville | MD | 20852 | None | PC | Programs to extend independence for older adults | $5,000 |
| FACETS | |||||||
| 10640 Page Avenue Ste 300 | Fairfax | VA | 22030 | None | PC | Provides emergency shelter, food and medical services | $2,500 |
| Live It Learn It | |||||||
| 735 8th St SE Ste 320 | Washington | DC | 20002 | None | PC | Experimental learning opportunities for young students | $20,000 |
| Crittenton Services | |||||||
| 825 Silver Springs Ave | Silver Springs | MD | 20910 | None | PC | Empower young women in education and life choices | $10,000 |
| The Literacy Lab | |||||||
| 623 Florida Ave NW | Washington | DC | 20001 | None | PC | Literacy programs and tutoring for young students | $20,000 |
| Bat Conservation International | |||||||
| PO Box 162603 | Austin | TX | 78716 | None | PC | Support bat habitat preservation | $5,000 |
| Open My World | |||||||
| 1020 CR270 | Leander | TX | 78641 | None | PC | Equine therapy program development | $5,000 |
| SongwritingWithSoldiers | |||||||
| 901 Mopac Express Ste 225 | Austin | TX | 78746 | None | PC | Match veterans with songwriters for music therapy and recovery | $7,500 |
| Welcome Home Project | |||||||
| 1947 Palace Drive | New Braunfels | TX | 78130 | None | PC | Support guitar and song writing workshops for veterans | $5,000 |
| TAME | |||||||
| 10100 Burnet Rd R9200 | Austin | TX | 78758 | None | PC | Strenthen minority and female participation in STEM | $5,000 |
| I Live Here I Give Here | |||||||
| 1210 Rosewood Ln | Austin | TX | 78702 | None | PC | Support public charities on community giving day | $14,000 |
| Girlstart | |||||||
| 1400 West Anderson Ln | Austin | TX | 78757 | None | PC | STEM program expansion for young women | $30,000 |
| KLRU | |||||||
| PO Box 7158 | Austin | TX | 78713 | None | PC | Support art and entertainment delivery programs | $15,000 |
| Austin Achieve Public Schools | |||||||
| 5908 Manor Rd | Austin | TX | 78723 | None | PC | Expand charter public school capacity | $25,000 |
| E3 Alliance | |||||||
| 5930 Middle Fiskville Rd Ste 507 | Austin | TX | 78752 | None | PC | Develop alliances and information sharing to improve education outcomes | $25,000 |
| Si Se Puede | |||||||
| 200 Brushy Street | Austin | TX | 78702 | None | PC | Aid non-English speaking families through education and community engagement | $17,000 |
| The Contemporary | |||||||
| 3809 West 35th Street | Austin | TX | 78703 | None | PC | Support for community art museum and education programs | $23,700 |
| Hispanic Alliance for the Performin | |||||||
| PO Box 28251 | Austin | TX | 78755 | None | PC | Support access to resources, arts education and business mentorship for underserved youth | $25,000 |
| Junior Achievement | |||||||
| 2720 Bee Caves Rd | Austin | TX | 78746 | None | PC | Develop community interests in young students | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $765,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $342,485 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $717,409 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,060,064 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,060,064 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation fees | CategoryTxt |
| Amt | $1,350 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $350 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bond Fds (Schwab) | BondNm |
| EOY Book Value | $5,063,810 | EOYBookValueAmt |
| EOYFMV | $4,993,834 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities - Domestic (Schwab/JPMorgan) | $2,637,111 | $3,038,572 |
| Equities - Global (Schwab) | $1,981,281 | $3,205,097 |
| Equities - International Dev (Schwab) | $1,989,741 | $1,918,223 |
| Equities -International Emg Mkt (Schwab) | $1,088,839 | $892,010 |
| Equities-International Small Cap | $600,606 | $591,908 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Commodity &Tactical Inc Fds (Schwab) | AT COST | $584,965 | $600,922 |
| Money Market Funds & Equivalent (Schwab) | AT COST | $1,401,023 | $1,401,023 |
| Alternatives - Liquid (Schwab) | AT COST | ||
| Private Equity - Real Estate | AT COST | $148,096 | $150,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $15,290 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $15,290 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal excise tax refund | Desc |
| BOY Book Value | $775 | BOYBookValueAmt |
| EOY Book Value | $663 | EOYBookValueAmt |
| EOYFMV | $663 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance expense (operations) | $3,574 | $1,180 | $2,394 |
| Office supplies and expense | $2,622 | $915 | $1,707 |
| Postage and printing fees | $375 | $80 | $295 |
| Telephone expense | $2,192 | $449 | $1,743 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Agency/Advisory Fees - Managed | $51,266 | $51,266 | $0 | $0 |
| Other professional fees | $150 | $0 | $0 | $150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal excise tax | CategoryTxt |
| Amt | $19,612 | Amt |
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